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Portfolio Operations Manager Jobs in Appleton, WI

Barry Wehmiller Group

Product Mgr - Bag

Green Bay, WI · On-site

... portfolio optimization. The Product Line Manager partners cross-functionally with Engineering, Sales, Marketing, Operations, and Supply Chain to drive profitable growth, increase market share, and ...

Oshkosh Corporation

Mgr - Program Management

Oshkosh, WI · Hybrid

$103K - $177K/yr

JOB SUMMARY The Manager of Program Management oversees a team of project managers and is responsible for the successful execution of a portfolio of projects across engineering, operations ...

Oshkosh Corporation

Mgr - Program Management

Oshkosh, WI · On-site

$103K - $177K/yr

JOB SUMMARY The Manager of Program Management oversees a team of project managers and is responsible for the successful execution of a portfolio of projects across engineering, operations ...

JRG Partners

Plant Manager

Oshkosh, WI · On-site

Production & Operational Management * Plan, organize, direct, and run optimum day-to-day operations ... product portfolio based on the company's strategic development plan. * Monitor the proper ...

Landing

Onsite Hospitality Manager

Green Bay, WI · On-site

$50K - $55K/yr

Background in hotel operations, short-term rental management, vacation rental portfolio management ... or high-volume hospitality - you know how to operate when guests don't wait * Experience running a ...

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All JobsPortfolio Operations JobsPortfolio Operations Manager JobsPortfolio Operations Manager Jobs in Appleton, WI

Portfolio Operations Manager information

See Appleton, WI salary details

$36.1K

$98K

$182.9K

How much do portfolio operations manager jobs pay per year?

As of Aug 7, 2026, the average yearly pay for portfolio operations manager in Appleton, WI is $98,020.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,900.00 and $126,800.00 per year, depending on experience, location, and employer.

What are some typical challenges faced by a portfolio operations manager, and how can they be addressed?

Portfolio Operations Managers often encounter challenges such as aligning processes across multiple portfolio companies, ensuring timely and accurate reporting, and managing cross-functional communication. To address these, it's essential to establish clear operating procedures, leverage standardized reporting tools, and maintain regular check-ins with key stakeholders. Building strong relationships with both internal teams and portfolio company leaders helps facilitate smoother operations and quick resolution of issues.

What is the difference between Portfolio Operations Manager vs Investment Analyst?

AspectPortfolio Operations ManagerInvestment Analyst
Primary FocusOversees portfolio performance, operational efficiency, and process improvementsAnalyzes investment opportunities, market trends, and financial data
Required SkillsProject management, operational expertise, financial analysisFinancial modeling, research, data analysis
Work EnvironmentPortfolio management teams, operations departmentsResearch teams, investment firms, financial institutions
CertificationsCFP, CFA, or similar financial certifications often preferredCFA, CPA, or related certifications common

The main difference is that a Portfolio Operations Manager focuses on managing and optimizing the operational aspects of investment portfolios, ensuring efficiency and compliance. In contrast, an Investment Analyst primarily conducts research and analysis to support investment decisions. Both roles require financial expertise and certifications like CFA, but their day-to-day responsibilities and focus areas differ significantly.

What are the key skills and qualifications needed to thrive as a portfolio operations manager, and why are they important?

To thrive as a Portfolio Operations Manager, you need strong analytical skills, experience in investment operations, and a relevant degree such as finance or business. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations, as well as certifications like CFA or CAIA, are commonly required. Excellent organizational skills, attention to detail, and effective communication help you manage complex processes and collaborate across teams. These skills ensure accurate portfolio administration, regulatory compliance, and smooth operational workflows within investment management firms.

What is a portfolio operations manager?

A Portfolio Operations Manager is responsible for overseeing and optimizing the day-to-day operations of investment portfolios within an organization, such as a private equity firm or asset management company. Their duties include monitoring portfolio performance, coordinating with investment teams, improving processes, and ensuring compliance with regulatory standards. They often act as a bridge between investment professionals and operational teams, helping to implement best practices and drive operational efficiency. This role requires strong analytical skills, attention to detail, and the ability to manage multiple projects simultaneously.
What are the most commonly searched types of Portfolio Operations jobs in Appleton, WI? The most popular types of Portfolio Operations jobs in Appleton, WI are:
What are popular job titles related to Portfolio Operations Manager jobs in Appleton, WI? For Portfolio Operations Manager jobs in Appleton, WI, the most frequently searched job titles are:
What job categories do people searching Portfolio Operations Manager jobs in Appleton, WI look for? The top searched job categories for Portfolio Operations Manager jobs in Appleton, WI are:
Portfolio Operations Manager jobs near you

Sr Director, Platform & Technology Operations (Breakthrough)

U.S. Venture, Inc.

Green Bay, WI • On-site

Full-time

Re-posted 2 days ago

U.S. Venture rating

8.2

Company rating: 8.2 out of 10

Based on 19 frontline employees who took The Breakroom Quiz

87th of 412 rated retail wholesalers

Job description

POSITION SUMMARY
The Senior Director, Platform and Technology Operations, owns the infrastructure, reliability, and operational excellence of Breakthrough's technology platform. This role is accountable for cloud operations, production environments, data platform infrastructure, security, compliance, and internal technical support.
This leader makes sure our platform runs reliably and scales to support 200+ Fortune 500 clients. They own cloud infrastructure, production environment health, monitoring and observability, incident management, and the maturity of our security and compliance programs. They lead client-facing security engagements and manage vendor relationships across the operational toolchain.
This is a working leadership role with a lean team. Technically credible enough to challenge and develop the leaders on the team, while focused on making the overall operational function work: setting strategy, building repeatable processes, and raising the capabilities of the people and systems across the group.
The ideal location for this role is on-site in Green Bay, WI, however, based on relevancy of experience, we may consider candidates within a drivable distance from Green Bay in which monthly travel at a minimum would be required.
JOB RESPONSIBILITIES
Infrastructure & Cloud Operations
  • Own the reliability, performance, and scalability of cloud infrastructure (GCP)
  • Manage production and staging environments, ensuring stability and availability
  • Own the monitoring and observability stack: logging, tracing, metrics, and alerting
  • Drive proactive capacity planning to stay ahead of demand as the client base and platform grow
  • Own data platform infrastructure (BigQuery, data pipelines) and the compute/platform layer supporting ML and AI workloads
  • Drive infrastructure architecture decisions in partnership with engineering leadership
  • Drive SLA/SLO definition, measurement, and reporting
  • Own the incident management framework: tooling, severity definitions, post-mortem process, and escalation to business continuity activation, leadership notification, and client communication
  • Own disaster recovery and business continuity planning

Security & Compliance Operations
  • Own and evolve Breakthrough's security and compliance programs, including SOC 2, with a mandate to continuously expand the framework portfolio as client and market needs require
  • Continuously mature the organization's security posture: policies, controls, risk management, vulnerability management, access controls, and network security, independent of any single compliance framework
  • Own multi-tenant data isolation, client data handling policies, and data retention and governance practices
  • Lead client-facing security questionnaires, audits, and due diligence processes
  • Partner with U.S. Venture's corporate information security team to align on corporate policies, share intelligence, and coordinate security initiatives

Internal Technical Support
  • Oversee the Help Desk function, ensuring internal teams have the tools and support they need to be productive
  • Own internal IT operations, endpoint management, and end-user experience

Vendor & Budget Management
  • Manage vendor relationships for cloud services (GCP), security tooling, and operational platforms
  • Own contract negotiations and renewals for tooling within the operational domain
  • Drive cloud cost optimization and FinOps discipline

Competencies
Technical
  • Cloud infrastructure architecture and operations (GCP preferred)
  • Production environment management, monitoring, and observability tooling
  • Data platform infrastructure and familiarity with modern data and AI/ML operational patterns
  • Network security, identity and access management, and vulnerability management
  • Disaster recovery and business continuity planning
  • Cloud-native architectures and infrastructure-as-code

Business & Operational
  • Compliance program management and framework evaluation
  • Data governance and multi-tenant data management practices
  • Vendor and contract management
  • Budget management and cloud cost optimization
  • Client-facing communication on security and compliance topics
  • Risk assessment and mitigation

Behavioral
  • Leads through the team rather than around them: sets direction, removes obstacles, and develops leaders rather than doing their work for them
  • Communicates complex technical and compliance topics clearly to non-technical stakeholders and clients
  • Builds repeatable processes rather than relying on heroics
  • Track record of growing technical leaders, not just managing them
  • Works across organizational boundaries with engineering, product, enterprise integrations, and corporate infosec

Additional Job Responsibilities
  • Cultivate U.S. Venture's values while inspiring, empowering, recognizing, and guiding team members
  • Live our values of High Performance, Caring Relationships, Strategic Foresight, and Entrepreneurial Spirit
  • Find A Better Way by championing continuous improvement and quality control efforts to identify opportunities to innovate and improve efficiency, accuracy, and standardization
  • Continuously learn and develop self professionally
  • Support corporate efforts for safety, government compliance, and all other company policies & procedures
  • Perform other related duties as required and assigned

QUALIFICATIONS
Required
  • 8+ years in technology operations, infrastructure, or cloud engineering, with at least 3 years leading teams that include Director-level or senior technical reports
  • Track record managing cloud infrastructure at scale (GCP preferred)
  • Experience with enterprise compliance frameworks, particularly SOC 2. Familiarity with NIST is a plus; exposure to ISO 27001, FedRAMP, or GDPR is a bonus.
  • Experience leading client-facing security and compliance conversations with enterprise customers
  • Background in SaaS or technology companies serving regulated or enterprise clients

DIVISION:
Breakthrough
U.S. Venture will not offer sponsorship for employment status (including, but not limited to, H-1B, TN, E-3, F1, CPT, OPT, STEM OPT, visa status and other employment-based nonimmigrant visas) for this position. Accordingly, all applicants must be currently authorized to work in the United States on a full-time basis and must not require U.S. Venture's sponsorship to continue to work legally in the United States. In general, U.S. Venture does not sponsor candidates for nonimmigrant visas or permanent residency except when there is a specific business need.
U.S. Venture will not accept unsolicited resumes from recruiters or employment agencies. In the absence of an executed recruitment Master Service Agreement, there will be no obligation to any referral compensation or recruiter fee. In the event a recruiter or agency submits a resume or candidate without an agreement, U.S. Venture shall reserve the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. Any unsolicited resumes, including those submitted to hiring managers, shall be deemed the property of U.S. Venture.
U.S. Venture, Inc. is an equal opportunity employer that is committed to inclusion and diversity. We ensure equal opportunity for all applicants without regard to race, color, religion, sex, sexual orientation, gender, gender identity or expression, marital status, age, national origin, disability, veteran status, genetic information, or other protected characteristic. If you need assistance or an accommodation due to a disability, you may call Human Resources at (920) 739-6101.
50-57-504-0000

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